Asset & portfolio management
Attribution that explains itself. Why a strategy underperformed its benchmark, decomposed to the position, before the investment committee meets rather than after.
→ See the workflowSolutions
Five kinds of firm, five versions of the same question.
Cerium is built for the places where the cost of a slow answer is measured in basis points — where an unexplained movement is not an inconvenience but a conversation with a client, a committee or a regulator.
Where Cerium is deployed.
Private equity
Portfolio company reporting normalised on arrival, so organic growth, margin and leverage read across the whole portfolio instead of one company at a time — and the valuation working travels with the mark.
→ See the workflowWealth advisory
Advisors who can answer a client's question in the meeting. Portfolio drift, fee impact and household-level performance without an analyst in the loop.
→ See the workflowBrokerages
What each correspondent, desk and client actually contributes — revenue and cost to clear read together instead of in four systems. Exceptions surfaced before the regulator asks.
→ See the workflowPayment processors
Sold revenue against realised revenue, joined on the merchant key, with the gap predicted at signature rather than reported at year end.
→ See the workflowNot on this list?
Insurance, specialty lending, fund administration — the shape of the problem repeats. If your numbers arrive from somewhere else and the answer is needed before the committee meets, it is worth a conversation.
→ Talk to usWhat is the same in all five.
The data arrives broken
Different formats, different identifiers, different arrival times, and every month a handful of records late, duplicated or simply absent. Cerium reconciles the sources and flags what contradicts rather than quietly filling the gap.
The number is governed. The explanation is not.
One definition of net return, one source, lineage to the row — and then five people with five accounts of why it moved. Cerium governs the decomposition the same way.
The answer has to land somewhere
A finding that stops at a dashboard is a finding nobody acted on. Cerium writes back into the ERP, CRM or order management system where the work actually happens.
Bring us the question your current stack takes days to answer.
Thirty minutes, no slide deck, a working demo on data shaped like yours. If it is not a fit we will say so on the call.